Calls
3
Libby Cantrill
Head of Public Policy, PIMCO
Win Rate
33.3%
return
-8.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 15
$46.14
+5.5%
The US-Iran détente does not eliminate geopolitical risk; oil markets are pricing in a perfect resolution, but supply normalization will take months or longer, sustaining an oil price premium through year-end and possibly into 2027.
Commodities
Short
Feb 25
$29.81
-14.3%
In the SOTU, President Trump explicitly called on Congress to act regarding "institutional ownership" of single-family homes. While PIMCO notes Congress is unlikely to pass significant legislation before the midterms, the "Bully Pulpit" risk is high. Continued rhetoric attacking institutional landlords creates headline risk and potential regulatory overhang for Single-Family Rental REITs. SHORT. Sentiment will remain negative on this sector as long as the administration targets it as a solution to housing affordability. Gridlock in Congress prevents any actual legislation, leading to a relief rally.
In the SOTU, President Trump explicitly called on Congress to act regarding "institutional ownership" of single-family homes. While PIMCO notes Congress is unlikely to pass significant legislation before the midterms, the "Bully Pulpit" risk is high. Continued rhetoric attacking institutional landlords creates headline risk and potential regulatory overhang for Single-Family Rental REITs. SHORT. Sentiment will remain negative on this sector as long as the administration targets it as a solution to housing affordability. Gridlock in Congress prevents any actual legislation, leading to a relief rally.
REITs
Short
Feb 25
$25.62
-17.6%
In the SOTU, President Trump explicitly called on Congress to act regarding "institutional ownership" of single-family homes. While PIMCO notes Congress is unlikely to pass significant legislation before the midterms, the "Bully Pulpit" risk is high. Continued rhetoric attacking institutional landlords creates headline risk and potential regulatory overhang for Single-Family Rental REITs. SHORT. Sentiment will remain negative on this sector as long as the administration targets it as a solution to housing affordability. Gridlock in Congress prevents any actual legislation, leading to a relief rally.
In the SOTU, President Trump explicitly called on Congress to act regarding "institutional ownership" of single-family homes. While PIMCO notes Congress is unlikely to pass significant legislation before the midterms, the "Bully Pulpit" risk is high. Continued rhetoric attacking institutional landlords creates headline risk and potential regulatory overhang for Single-Family Rental REITs. SHORT. Sentiment will remain negative on this sector as long as the administration targets it as a solution to housing affordability. Gridlock in Congress prevents any actual legislation, leading to a relief rally.
REITs
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Libby Cantrill has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: INVH, AMH, BNO.
